Scheduling Basics
Requirements
Scheduling in Phenix requires the following:
Product master data for Sites, Lines, Materials, Production Rates, Changeovers, and Units of Measure (see the Master Data section of the documentation for work instructions on creating and maintaining all pieces of master data in Phenix).
A Product Wheel for each line with its Cycles, and Spokes.
Orders to produce with the material, quantity, and due date. Orders in Phenix can be of any status: planned, production, process, committed, etc.
Scheduling
Once the requirements have been met, the Orders can be scheduled in Phenix. This is done on the Scheduling screen, which is navigated to from the Home screen.
Home Screen: Navigation and Overview
To navigate to the Scheduling screen, click on the menu path General > Home.
The Home screen shows all lines and line groups in the organization, as well as a summary of each line’s current situation.
To export the schedule or line statistics for one or more lines or line groups, select the checkbox next to the desired lines, and then click the Export Schedules or Export Line Statistics at the top left.
To filter the table by status, line type, or production area, use the drop downs at the top right.
In the table:
Line ID is the name of the line or line group.
Utilization is the percent of the line’s available time (in the planning window) during which it is running.
Utilization by Cycle is a breakdown of the utilization for each upcoming cycle for the line.
Total is how many orders are on the line.
Needs Attention is how many orders currently have a warning associated with them; sometimes the warning is just that the order should be committed, is below the minimum order amount for the product, is overdue, etc.
Overdue is how many orders on the line are currently scheduled to finish after their due date.
Actions holds buttons for additional actions. Clicking Schedule will take you to the line’s scheduling page. Clicking Details will take you to the line or line group’s Details page (for more information on these pages, see Maintain Lines and Maintain Line Groups).
Scheduling Screen: Overview
On the Home screen, click the line or line group to view the schedule.
The sceduling screen is made of three sections: the Header, the Timeline, and the List View.
Header
The header consists of four sections: the Upper Left Buttons, the Upper Right statistics, the Lower Right Display Checkboxes, and the Lower Right Color-Coding and Filtering. These buttons vary depending on whether you are viewing a Line Group’s schedule, or an individual line’s schedule.
Upper Left Buttons
On Both Individual and Line Group Scheduling Screens:
Order: Allows you to create a new order. See Creating/Loading Orders to Schedule for more information.
Columns: Allows you to rearrange, hide, or show the columns of the schedule’s List View.
Line: Takes you to the line or line group’s details page. See Maintain Lines for more information.
On Line Group Scheduling Screen:
Member: A dropdown of all Lines and Resources that are members of the Line Group. Selecting one takes you to the member’s Scheduling screen.
On Individual Line Scheduling Screen:
Export: Exports the schedule, for the entire line or only the orders selected on the schedule.
Resource Buttons: Seen as Crew in the screenshots. Takes the user to a schedule view of the Resource. Available for each resource a Line uses.
More on this in the Resource Scheduling Screen section below.
Line Group: Moves user to the Line Group Scheduling Screen of the line group the line is a member of.
Upper Right Statistics
On the individual line Scheduling screen, a box displays the total orders on the line, how many of those orders are overdue, how many are scheduled, and how many scheduled orders fall within the committed window.
On both the individual line and the line group scheduling screen, a box displays line utilization and customer service statistics. On the individual line screen, these statistics are for the line. On the line group screen, these are for the line whose schedule is currently being viewed in the List View.
Hovering over this box displays more detailed statistics in a window.
Download Details downloads to the computer a .XLSX file containing these statistics.
Save for Comparison will ask for a name and then save these statistics. This will allow you to compare this situation with a later schedule you create, allowing you to test what-if scenarios during scheduling.
Once a scenario has been saved in this way, a button Compare Current With will appear next to Save for Comparison in the hover window. Selecting the desired saved scenario for comparison opens a window comparing the two scenarios, highlighting the differences.
When the Schedule is being color-coded, another box displaying the color key is displayed in this section of the header as well.
Lower Right Display Checkboxes
Wheel Spokes: Checking allows you the option to view all spokes on the schedule, even spokes that do not currently have an order.
Changeovers: Checking displays the changeovers that occur in the schedule, as rows in the List View, and as boxes in the Timeline.
Show Shifts: Checking displays indications of worker shifts, as colored backgrounds when the Timeline is zoomed in sufficiently, and as notes on the changeover entries and in the Shifts column of the List View.
Show Header: Checking displays all the buttons and the upper right statistics. Unchecking hides these.
Show Timeline: Checking displays the Timeline. Unchecking hides the Timeline.
Lower Right Color-Coding and Filtering
Colors: Allows color-coding the schedule by material attribute values. See Color-Coding the Schedule for more information.
Filter:
By Material: Filters the schedule to show only orders of the entered material, or orders of materials that use the entered material as a BOM item.
Drop-Down: Allows user to filter only orders that need attention, such as orders that should be committed, are overdue, etc.
Timeline
The Timeline displays the orders for the line (or lines and resources, for a line group screen), with orders displayed as colored boxes with widths corresponding to run length.
On a line group screen, selecting the radiobutton next to a line’s name in the Timeline will swap the List View and the Upper Right Line Utilization statistics to that of the line.
Clicking on an order in the Timeline will move the List View to that order. Orders can also be dragged and dropped to different locations in the Timeline.
List View
The list view gives a detailed look at the current schedule.
Column Header
Indicates what the columns mean for each order.
Cycle Header
Indicates the start of a Cycle in the Wheel. Gives the Cycle Number, the start date and time, and the length of the cycle.
To change the start date, time, and length of the cycle, click in the right “Actions” column.
Changeover Entry
Indicates where a changeover occurs in the schedule. Gives the name of the changeover and its length in minutes.
For more information on changeovers, see Maintain Changeovers.
There is a special type of changeover that can be scheduled with, called a Periodic Changeover. For more information on these and how they can be scheduled, see Scheduling Periodic Changeovers.
Order Entry
There are two sets of items that are always displayed on an order’s entry:
On the left, the checkbox, for drag and drop, Order ID, Seq value (indicating wheel cycle and spoke), order status, and Material ID are always displayed.
On the right, the “Actions” column is always displayed. What actions are available for a given order depends on the status of the order.
In between these, columns displaying extra information about the order and it’s material are displayed. These columns can be scrolled through with the horizontal scroll bar at the bottom of the List View, and and can also be reordered, shown, or hidden using the Columns button in the Upper Left Buttons in the Header.
Resource Scheduling Screen
A Resource Scheduling Screen is nearly identical to individual line or line group scheduling screens.
This screen has a new button in the Upper Left Buttons section: Downstream, which allows user to select and view the individual line group screen of a line that uses the Resource.
The Scheduling Horizon
The Phenix scheduling horizon consists of three zones:
A committed zone, where orders are not automatically rescheduled. This is defined by the Committed Window, set as a default for the Organization (see Maintain Organizations) or set uniquely for a line (see Maintain Lines).
A planning zone, where orders can be automatically Product Wheel scheduled. See Scheduling Orders for more information on the various methods of scheduling in Phenix.
An unscheduled zone, where orders arrive before they are scheduled in the Product Wheel sequence. See Creating/Loading Orders To Schedule for more information on the various methods by which orders are created.